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TEVIS INVESTMENT MANAGEMENT, LLC

PLANO, TX · CRD 167750 · IAPD ↗ · tevisinvest.com · (972) 971-2169

$234.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — TEVIS INVESTMENT MANAGEMENT, LLC now reports custody of client assets ($13.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
February 2025 — TEVIS INVESTMENT MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
58
March 2024 — TEVIS INVESTMENT MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
March 2024 — TEVIS INVESTMENT MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.